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The Motley Fool August 25, 2006 Roy Lewis	Disability Penalty Exceptions When is "disabled" not "disabled?" Tax Court rulings on qualified plan distributions have the answer.
Financial Planning July 1, 2009 Ed Slott	Rare Victory The U.S. Tax Court ruled recently that a 72(t) payment plan was not modified when the IRA holder took an additional distribution for education. This decision may give IRA owners some much-needed flexibility if they need more funds for certain purposes.
Financial Planning January 1, 2007 Ed Slott	Retirement Plan Horror Stories The laws on IRAs and retirement accounts are complex, and even the savviest clients can make costly missteps. If you educate yourself, you can save your clients time and money -- and earn their gratitude and business.
The Motley Fool July 22, 2005 Roy Lewis	Get Smart About Education Deductions Reimbursing education costs with an IRA distribution? Be specific, or pay the price.
The Motley Fool August 12, 2005 Roy Lewis	When IRAs Meet Chapter 11 Does a recent Supreme Court ruling shield IRAs from bankruptcy creditors? A simple reading of the court's decision could suggest that IRAs get absolute bankruptcy protection -- but that's not the case.
American Family Physician November 1, 2001 Bruce A. Barron	Disability Certifications in Adult Workers: A Practical Approach Strategies that help the physician complete disability certification forms effectively...
The Motley Fool August 3, 2004	Ruptured Appendix? Torn ACL? How good is your disability insurance policy?
The Motley Fool February 6, 2007 Dan Caplinger	Dealing With a Disability You hope it won't happen to you, but if it does, be prepared. Private insurance isn't the only way in which disabled people can obtain the means to support themselves.
The Motley Fool July 8, 2004	Don't Forget Disability Insurance Disability insurance is expensive because there's a good chance you'll need it one day.
The Motley Fool November 10, 2007 Elizabeth Brokamp	Protect Your Family When Disability Strikes The majority of Americans fail to secure disability insurance for themselves, something they are statistically likely to need. If you don't already have this coverage, read these guidelines and start looking.
The Motley Fool May 23, 2006	Is Disability Insurance for You? Disability insurance is expensive for a reason -- there's a good chance you'll need it.
CFO July 1, 2006 Randy Myers	The Fine Art of Self-Protection Why buying your own disability coverage may be a smart move.
The Motley Fool February 6, 2007 Dan Caplinger	Dealing With a Disability: Part 2 An unexpected illness or injury that leaves you disabled can be devastating both personally and financially. You hope it'll never happen, but if it does, be prepared.
Registered Rep. December 24, 2014 Kevin McKinley	Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like.
The Motley Fool October 27, 2009 Dan Caplinger	3 Tips for a More Secure Retirement You shouldn't need to worry about making ends meet.
Financial Advisor August 2010 Lori K. Murphy	Easing The Stress Here's how financial advisors and estate planners can work together to help those with mentally impaired family members.
Managed Care February 2002 Heidi A. Sauder & Sheri Wallace	Push Is On for Improved Treatment of Women's Psychological Maladies Sure there are diagnostic and treatment challenges, but the money that can be saved for society might make this fertile ground for investment...
Registered Rep. July 30, 2012 Kevin McKinley	Income Strategies for Early Retirees Those who stop working before reaching their "Golden Years" require a specific sort of assistance.
The Motley Fool March 28, 2005	What Happens If You Can't Work? Know what to look for in disability insurance.
BusinessWeek January 17, 2005 Carol Marie Cropper	Keeping Your Job When You're Ill Federal laws provide sick workers with some protection, but you need to play your cards carefully.
Registered Rep. June 26, 2015 Mark Miller	When Retirement Comes Early Planners need to consider a range of more practical questions with clients weighing an early retirement.
The Motley Fool October 25, 2004	Do You Need Disability Insurance? There's a good chance you'll become disabled for a while. Are you protected?
CFO September 1, 2008 Kate Plourd	Prepare to Be More Accommodating Big changes to the Americans with Disabilities Act could heap new costs on corporations starting this fall.
Financial Planning June 1, 2005 Julian Block	Don't Be Withholding Clients who are late remitting payroll taxes to the IRS can find themselves personally liable.
The Motley Fool August 24, 2006 Dan Caplinger	Relieve Your Tax Burden: Part 2 Tax-favored accounts like Roth IRAs, qualified retirement plans, and 529 plans present some useful options to investors. Here's a guide to the quirks of less aggressive investment accounts.
The Motley Fool September 14, 2005	You May Need Disability Insurance Disabilities usually happen to those who least expect them. Be prepared.
The Motley Fool February 6, 2004 Robert Brokamp	What You'll Get From Social Security How much could you expect if you become disabled, retire, or... well... permanently retire?
The Motley Fool March 15, 2007 Mary Dalrymple	When the Best-Laid Plans Go Awry Retirement doesn't always happen when or how you plan. It is therefore important to start saving early.
ifeminists July 15, 2003 Todd Andrew Barnett	The Conviction of Christine Wilhelm The verdict is in: Christine Wilhelm, the mother who confessed to killing her four-year-old son Luke and attempted murder of her five-year-old son Peter in a bathtub in their home, has been found guilty of second degree murder.
Financial Planning January 1, 2012 Charles Farrell	Retirement by Design Helping investors live off their wealth is a very different business from helping them build wealth. But managing retirement income is something every advisor needs to learn how to do -- and soon.
American Family Physician February 15, 2001 Michael P. McGrail	Disability Prevention Principles in the Primary Care Office Assessment of impairment and subsequent disability is best made on the basis of objective data by use of a biopsychosocial model to ensure that the expression of disability does not mask other unaddressed psychologic or social issues...
Financial Planning July 1, 2013 Martha White	Special Needs Clients: 'Retirement for 3' For families with a special-needs child, advisors must employ a variety of tactics.
ifeminists April 13, 2005 Wendy McElroy	Disability Must Be Defined Before Debated The heart-wrenching death of Terri Schiavo has made the issue of disability a matter of debate. Two questions should lay the foundation for any deliberation: What does it mean to be disabled? And how should "normal" people react to those with disabilities?
Financial Planning December 1, 2010 Scott Schutte	Blindsided I wouldn't be the first to suggest that people with disabilities or special needs require a greater degree of attention-at least when it comes to financial planning for them and their families.
The Motley Fool February 25, 2005 Robert Brokamp	5 Steps to Financial Triage What to do when life throws you a big-ticket curveball.
The Motley Fool December 24, 2007 Rich Duprey	Don't Let Social Security Disable Your Future With a growing backlog of disability claims, you may be waiting awhile if you rely on the government to protect you.
Investment Advisor July 1, 2011 Marlene Y. Satter	Rx for Disability Your physician and dentist clients in search of coverage may be interested in a different definition of disability.
The Motley Fool April 1, 2004 Selena Maranjian	Prepare to Be Disabled Disability insurance is expensive -- because you stand a good chance of needing it. Disability insurance is in many ways more important than life insurance, yet it's overlooked by the vast majority of Americans.
CFO August 1, 2012 Vincent Ryan	High Court Upholds Health-Care Reform The Supreme Court's ruling leaves companies with decisions to make.
The Motley Fool May 29, 2007 Bill Barker	You, Your Retirement, and You It's all about your retirement and you. Here are three brief places to start in securing your retirement.
On Wall Street September 1, 2008 Parisi & Leung	Are You Prepared for the Retirement Boom? Meeting the retirement and estate planning needs of the baby boomer generation represents today's greatest growth opportunity for financial advisors. But are advisors ready for it?
Sports Illustrated June 5, 2001	World's Deepest Bench The Supreme Court's decision last week in PGA Tour v. Martin, in which the high court ruled that the Tour must allow Casey Martin the use of a golf cart during tournaments, was merely the latest foray by the Washington Nine into the world of athletics...
The Motley Fool September 15, 2004	"Disabled" May Not Mean What You Think In the disability insurance field, the term can cover anything from broken legs to brain injuries.
Financial Advisor November 2006 Karen DeMasters	Special Needs, Special Advisor This former small-town mayor and now independent financial planner and president of a successful fee-based money management firm takes time out for folks with special needs.
Salon.com July 4, 2001 Alan Berlow	A Supreme Court shocker Sandra Day O'Connor's criticisms of the death penalty couldn't have come from a more unlikely source...
The Motley Fool June 28, 2006	"Disabled" May Not Mean What You Think Even pregnancy and recovery from it can qualify as disabilities in some insurance plans.
CFO July 15, 2008 Alix Stuart	Don't Mess with the IRS The IRS is taking companies to court more often, and winning. Is it time to rethink your tax position?
Investment Advisor May 2006 Chris Blunt	Retirement Planning: Behind the Numbers Consolidating retirement assets is just one of the services you can provide to build both client relationships and your business. To add more value, make the most of your relationships with clients by providing legacy and estate planning as well as financial organization.
The Motley Fool September 20, 2006 Dan Caplinger	Don't Defer Paying Tax: Part 2 Simple rules of thumb are handy for investors; in general, taking advantage of opportunities to eliminate or defer payment of tax is a smart move.
Investment Advisor November 2007 Marlene Y. Satter	The Swinging Pendulum For a while, disability insurance was tough to get, but it's loosening up now. Here are some ways financial planners can help.